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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
RobDickinson
Active Member
"But you didnt like the Yoke.." - Elon, probably.
likewise I don’t know why anyone is surprised about CT coming in 2nd half of 22 after Elon specifically already said that they won’t even start building CT production limes until after the model Y has finished ramping in Austin.
Might be a good time to close my Y service story. Was a temp sensor part of a service bulletin. How is that not amazing, they knew what it was before arriving. Come to also find out that another SC is opening next week in Glendale. You can tell Tempe is at their max limit.
I don’t think this is correct - TSMC produce way more chips than intel does annually (intel isn’t even in the top 5 by wafer capacity), TSMC have way more plants, and have a big lead in fab tech - to the point that Intel itself has now signed a contract with TSMC to be a customer for their 3nm fabs.
I hope the write TESLA on the roof using solar panels…on all their (OUR) factories.
Todd Burch
14-Year Member
I'm sorry, but isn't all this info coming from Sawyer Merritt, an attention whore who's been wrong more often than he is right? Some of this news sounds like complete nonsense (no steering wheel or pedals for Model 2), some is info we already knew, and some is probably complete speculation. Sorry, going to wait for official info before going off of Sawyer's reports.
Coincidence that it comes out right before options Friday? Meh. Might be true, but I've been fooled too many times to accept any of this info at face value.
Coincidence that it comes out right before options Friday? Meh. Might be true, but I've been fooled too many times to accept any of this info at face value.
You are right. Looks like tsmc tripled it's wafer capacity since 2017. Intel used to be top dog but everyone else passed them by a long shot.
I am not surprised by lack of controls on 25k car. I used to see PRND buttons inside the Summon in the Tesla app, which is a great clue that Tesla is thinking about dropping controls on the car.
RobDickinson
Active Member
May I present the model Z driving interface:
Todd Burch
14-Year Member
Think about it. Someone who can barely afford a $25k car is going to pay $10k+ for FSD? No way.
Even if the price modifier is 1.0, TSLA can still profit if they have a virtual utility selling electricity back to the grid at peak prices. BTW, Netherlands is one of the countries with most advanced energy markets, when it comes to dynamic pricing
Sawyer gets his information exactly right all the time.
Elon is going to corner the world's HGH supply.
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Todd Burch
14-Year Member
Not sure what you’re referring to when you say “get that from”.
EDIT: I see you clarified your post.
Besides, Elon’s about 6’3” now. No way he’ll grow by a factor of 10 to 62’6”
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“There is a time for everything”, so said the Vikings.
apple.news
Tesla Model Y takes over Norway, pushes all-electric car sales to 72% market share — Electrek
Tesla started deliveries of the Model Y in Europe last month and within a week, it became the best selling vehicle in Norway.
apple.news
You are correct. Sawyer has ZERO credibility. I don't know who actually still believes anything he says.
StealthP3D
Well-Known Member
The regulators would have thousands of deaths on their hands if they prevent a system that would save those lives out of the hands of drivers. Their job is to make the roads safer, not more dangerous by forcing people to drive manually when there are systems available that are twice as safe.
If they do the wrong thing at first there will be lawsuits and the result will be the legalization of those systems that save lives.
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